Bringing together a diverse set of skills and experiences.
Working together, our team offers a diverse set of skills and experiences to help you reach your financial goals and aspirations. Katy and Travis formed the Key North Private Wealth Group of Wells Fargo Advisors with a mission to provide our clients with an elevated level of technology, services, and investment resources.
It’s our unique insights and backgrounds that work together to help us create better outcomes for our clients. The team takes pride in delivering exceptional wealth and investment management through the team's highly personalized service, all supported by the vast resources of one of the largest global financial institutions.
Katy Uzpen, CFP, CRPC
Managing Director - Investments
Private Wealth Financial Advisor
PIM Portfolio Manager
Travis Jensen, CFP
Managing Director - Investments
Senior Financial Advisor
Stacy Dawson
Private Wealth Senior Registered Client Associate
Accolades & Credentials
2026 Forbes Top Women Wealth Advisors Best-in-State
For the third year in a row, 2024, 2025 and 2026, Katy Uzpen, Private Wealth Financial Advisor is honored to be named a Forbes Top Women Wealth Advisors Best-In-State.
2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com) 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24. 2024 Forbes Top Women Wealth Advisors Best-In-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23. View additional disclosures
CERTIFIED FINANCIAL PLANNER®
Katy Uzpen, Managing Director - Investments, Private Wealth Financial Advisor and Travis Jensen, Managing Director - Investments are CERTIFIED FINANCIAL PLANNER® professionals. To earn their CFP® certifications, they completed hundreds of hours of rigorous courses and examinations. These courses were followed by a comprehensive examination administered according to the Certified Financial Planner Board of Standards.
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and federally registered CFP® in the U.S. which it awards to individuals who successfully complete CERTIFIED FINANCIAL PLANNER® Board's initial and ongoing certification requirements.
Private Wealth Financial Advisor
Katy Uzpen has earned the distinction of being named a Private Wealth Financial Advisor. This distinction, within Wells Fargo Advisors, recognizes select Financial Advisors with a history of serving the unique needs of high-net-worth individuals, families, foundations, and institutions. Katy and the team, work with a select group of clients with highly complex and demanding wealth management needs.
PIM® Portfolio Manager
Katy Uzpen, Private Wealth Financial Advisor is a PIM® Portfolio Manager. As PIM® Portfolio Manager, she works to meet clients' specific investment goals through customized portfolio management. To become a PIM® portfolio manager, she met stringent criteria based on experience and expertise and act as a personal portfolio manager. The PIM® program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.